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Auto and Industrial keep foundry revenue growing
Despite soft markets elsewhere, demand for automotive and industrial equipment is supporting the ongoing growth of foundry output value, says TrendForce, as Q2 sales of the top ten foundries rose 3.9% to $33.2 billion.
www.electronicsweekly.com, Sept. 28, 2022 –
Benefiting from strong demand for HPC, IoT, and automotive stocking activities, TSMC posted Q2 revenue of $18.15 billion – representing q-o-q growth of 3.5%. As Nvidia, AMD, Bitmain, and other HPC customers continue to ramp up their new products for more advanced nodes, 5/4nm revenue increased by approximately 11.1% QoQ, securing this node the best revenue performance in Q2. Although the 7/6nm market was uncertain given murky mid/low-end smartphones market conditions and client order revisions, the node maintained a backstop in the form of mainstream products originating from HPC customers. Revenue generated by this node increased by 2.8% QoQ.
Samsung's 7/6nm production capacity has been gradually migrating to the 5/4nm process and yield rate has continued to improve, driving Q2 revenue to $5.59 billion, a quarterly increase of 4.9%. At the same time, the first 3GAE process using GAA architecture was officially mass-produced at the end of 2Q22. The first wave of customers includes PanSemi, a Chinese cryptocurrency mining company. However, due to the complex 3nm production process, production will require two quarters. Therefore, the 3nm node is not expected to contribute to revenue until the end of 2022, at the earliest.
UMC's new 28/22nm production capacity went online smoothly in 2Q22, driving the growth of overall wafer shipments and ASP. This node's revenue share moved up to 22% thi while 2Q22 revenue reached US$2.45 billion, growing 8.1% QoQ, and the highest in the top ten.
GlobalFoundries benefited from the release of a small amount of new production capacity and long-term agreement (LTA) guarantees for most of its production capacity. Revenue in 2Q22 reached $1.99 billion, a quarterly increase of 2.7%. Qualcomm signed a new contract with GlobalFoundries to extend their LTA period to 2028 with a significant increase in agreed volume, mainly producing 5G RF transceivers and Wi-Fi7 in Malta Fab8 at the 14/12nm node, aimed at supporting the localized production of wafers in the U.S..
SMIC's Q2 revenue reached $1.90 billion, up 3.3% QoQ, while its proportion of revenue in the smartphone sector fell to 25.4%. The smart home sector maintains strong growth momentum and revenue from related application products such as Wi-Fi, Bluetooth, PMIC, and MCU peripheral IC for networking and smart control devices increased by approximately 23.4% QoQ.
The sixth to eighth positions are occupied by Hua Hong Group, PSMC, and VIS, respectively. Except for PSMC, revenue posted by other operators was driven by factors such as increases in ASP and production expansion, leading to marginal growth in 2Q22 revenue.
PSMC, foundry revenue in Q2 was $656 million, down 1.4% QoQ. Since consumer DDI and CIS were among the first wave of product orders revised by customers, this was reflected in the operating performance of each process platform while revenue from both HV and CIS processes declined. PMIC increased by approximately 22.6% QoQ, reflecting that certain PMIC products retain stocking momentum and also demonstrating PSMC's strategy of continuing to convert production lines to produce PMICs.
Nexchip expanded its production capacity and technology platform process diversity, driving overall wafer shipment growth and contributing to revenue. Revenue in Q2 was approximately $463 million, up 4.5% QoQ. In addition to partnering with SmartSens to develop 90nm CIS and continuously increasing production volume, the company also partnered with MediaTek to develop 0.1Xµm smartphone PMIC, contributing to non-driver IC business revenue.
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